Tax strategies

The average expense ratio among the top-performers is 40 basis points higher than the average.

They’re rare, but terrifying. Bear these points in mind when you or your clients face a tax exam.

The IBD's advisors can expect new technology and product offerings, says David Knoch.

Annuities with guaranteed lifetime withdrawal benefits tout longevity protection, but naysayers warn of added complexity on an already confusing instrument.

There are still several moves that clients can make to reduce their 2018 tax bill.

Errors are regrettably common. They are also easily avoidable.

New innovations increase participation by making it easier to save and invest for retirement, an expert says.

This interactive tool challenges conventional wisdom about planning for retirement and offers a smart and streamlined way to plan for your future.

The Treasury and IRS are lowering the withholding underpayment threshold to 80%.

More than 130 survivors of a devastating California wildfire have received pro bono planning services that helped them begin to reassemble their lives.

Should advisor retention go as planned, Blucora's agreement to purchase the firm would boost its IBD headcount to 4,500 reps.

The regulator is looking into whether brokers made appropriate share class recommendations for the plans as a result of the new law.

The tax law has made deducting philanthropic contributions more difficult, but there are ways to help clients reap benefits from their generosity.

The U.S. is one of the few countries that doesn’t have paid family leave, and it can cause families hardship around the time of a birth, says an expert.

Changing filing statuses and maxing out deductible contributions to IRAs and HSAs are some ways clients received bigger reimbursements.

It’s one of the most consequential — and misunderstood — concepts for clients with properties in more than one state. Where should they call home?

Changes have left some clients surprised by tax bills or tiny refunds. How to explain what happened and prep them for next year.

Those who fail to repay their loans on time may face early withdrawal penalties.

“The more ties you cut, the better — auditors like to see a moving van and an itemized list of what was moved,” one lawyer says.

If the client makes a mistake, they are advised to take the RMD as soon as they discover it so they can ask the IRS for a waiver of the penalty.